SYM Financial Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

SYM Financial Corp’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$167K	Buy	223 +2	+0.9%	+$1.46K	0.01%	390
2026 Q1	$144K	Buy	+221	New	+$151K	0.01%	331
2025 Q4	–	Sell	-1,080	Closed	-$723K	–	437
2025 Q3	$723K	Hold	1,080	–	–	0.08%	76
2025 Q2	$671K	Buy	+1,080	New	+$620K	0.08%	92
2025 Q1	–	Sell	-51	Closed	-$30K	–	371
2024 Q4	$30K	Buy	+51	New	+$30.2K	﹤0.01%	295
2024 Q1	–	Sell	-94	Closed	-$44.9K	–	177
2023 Q4	$44.9K	Sell	94 -505	-84%	-$226K	0.01%	139
2023 Q3	$257K	Buy	599 +551	+1,148%	+$246K	0.05%	79
2023 Q2	$21.2K	Buy	+48	New	+$20.2K	﹤0.01%	92
2022 Q3	–	Sell	-79	Closed	-$30K	–	111
2022 Q2	$30K	Sell	79 -45	-36%	-$18.5K	0.01%	87
2022 Q1	$56K	Hold	124	–	–	0.02%	74
2021 Q4	$59K	Hold	124	–	–	0.02%	74
2021 Q3	$53K	Hold	124	–	–	0.03%	80
2021 Q2	$53K	Buy	+124	New	+$51.9K	0.03%	63

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

SYM Financial Corp's IVV Position: Q2 2026 in Review

SYM Financial Corp increased its iShares Core S&P 500 ETF (IVV) stake by 0.9% in Q2 2026, buying an estimated $1.46K and bringing the position to 223 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #390.

SYM Financial Corp first reported a position in IVV in Q2 2021 and has held it in 13 quarters since. The position peaked at $723K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

SYM Financial Corp held 223 shares of iShares Core S&P 500 ETF worth $167K as of Q2 2026.
SYM Financial Corp bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #390 holding.
SYM Financial Corp first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
SYM Financial Corp's iShares Core S&P 500 ETF position peaked at $723K in Q3 2025.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.